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Philip Morris
PM

Overview Fund Activity

1,676 hedge funds and large institutions have $85.1B invested in Philip Morris in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 566 increasing their positions, 797 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
-142
Holders Change %
-7.81%
% of All Funds
37.02%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.15%
New
73
Increased
566
Reduced
797
Closed
189
Calls
$481M
Puts
$500M
Net Calls
-$18.9M
Net Calls Change
+$224M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.28B
2
Capital International Investors
Capital International Investors
California
+$533M
3
Charles Schwab
Charles Schwab
California
+$317M
4
Morgan Stanley
Morgan Stanley
New York
+$240M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$236M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$432M
2
CSIA
Charles Schwab Investment Advisory
California
-$355M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$313M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$176M
5
Barclays
Barclays
United Kingdom
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
901
ArchPoint Investors
Florida
$749K – – –
SC
902
Savant Capital
Illinois
$746K +$59K +809 +9%
FC
903
Forte Capital
New York
$742K +$742K +10,168 New
SBA
904
Secrest Blakey & Associates
North Carolina
$726K +$81.6K +1,119 +13%
SBWM
905
Sunflower Bank Wealth Management
Arizona
$725K -$11.7K -160 -2%
RCM
906
RB Capital Management
Nevada
$721K +$32.6K +438 +5%
MMG
907
Monetary Management Group
Missouri
$719K -$25.5K -350 -3%
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
$713K +$21K +288 +3%
MA
909
MONECO Advisors
Connecticut
$711K +$37.8K +518 +6%
KWM
910
Kingsview Wealth Management
Oregon
$710K +$124K +1,692 +21%
GD
911
Grandfield & Dodd
New York
$707K -$63.3K -868 -8%
FBFS
912
First Business Financial Services
Wisconsin
$707K – – –
HT
913
Heritage Trust
Oklahoma
$706K -$181K -2,474 -20%
FCBT
914
First Citizens Bank & Trust
North Carolina
$705K +$7.44K +102 +1%
IWM
915
IHT Wealth Management
Illinois
$703K -$798K -10,942 -53%
HTHT
916
Hemenway Trust Hemenway Trust
New Hampshire
$702K -$55.3K -758 -7%
VAM
917
Verity Asset Management
North Carolina
$702K +$100K +1,366 +17%
CCMW
918
Cypress Capital Management (Wyoming)
Wyoming
$700K – – –
AIM
919
Avity Investment Management
Connecticut
$700K – – –
MC
920
Martin Currie
United Kingdom
$700K – – –
ACM
921
Allred Capital Management
Texas
$698K -$3.65K -50 -0.5%
PFSC
922
Peoples Financial Services Corp
Pennsylvania
$697K -$12.8K -175 -2%
PT
923
Plimoth Trust
Massachusetts
$696K -$68.9K -944 -9%
BBNA
924
Bremer Bank National Association
Minnesota
$692K -$26.5K -363 -4%
BIAS
925
Beacon Investment Advisory Services
New Jersey
$692K -$11.2K -153 -2%
35 36
37
38 39